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BOLTON SECURITIES CORPORATION’s Vanguard Tax-Exempt Bond Index Fund VTEB Stock Holding History

BOLTON SECURITIES CORPORATION’s Portfolio VTEB Stock Details VTEB Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		$248K Hold
5,237
– – 0.01% 819
2026
Q2 		$265K Buy
+5,237
New +$263K 0.01% 810
2025
Q3 		$29.2K Buy
+583
New +$28.7K ﹤0.01% 1296

Other funds holding VTEB

JP Morgan Chase
JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return
TIAA Wealth Investment Management
TIAA Wealth Investment Management New York $16.6B AUM
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $375B AUM 21.05% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $179B AUM 16.96% 1-Year Est. Return
SEI Investments
SEI Investments Oaks, Pennsylvania $113B AUM 26.61% 1-Year Est. Return
TIAA-CREF Individual & Institutional Services
TIAA-CREF Individual & Institutional Services New York $29.5B AUM
Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $52.7B AUM 16.5% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
CLA (CliftonLarsonAllen) Wealth Advisors
CLA (CliftonLarsonAllen) Wealth Advisors Minneapolis, Minnesota $7.66B AUM 9.25% 1-Year Est. Return

BOLTON SECURITIES CORPORATION's VTEB Position: Q3 2026 in Review

BOLTON SECURITIES CORPORATION held its Vanguard Tax-Exempt Bond Index Fund (VTEB) position steady in Q3 2026 at 5,237 shares worth $248K. The position accounts for 0.01% of the portfolio, ranked #819.

BOLTON SECURITIES CORPORATION first reported a position in VTEB in Q3 2025 and has held it in 3 quarters since. The position peaked at $265K in Q2 2026. 1,112 funds tracked by Wall St. Rank hold VTEB as of Q3 2026.

  • BOLTON SECURITIES CORPORATION held 5,237 shares of Vanguard Tax-Exempt Bond Index Fund worth $248K as of Q3 2026.
  • BOLTON SECURITIES CORPORATION left its Vanguard Tax-Exempt Bond Index Fund share count unchanged in Q3 2026.
  • Vanguard Tax-Exempt Bond Index Fund made up 0.01% of BOLTON SECURITIES CORPORATION's portfolio in Q3 2026, its #819 holding.
  • BOLTON SECURITIES CORPORATION first reported a position in Vanguard Tax-Exempt Bond Index Fund in Q3 2025 and has held it in 3 quarters since.
  • BOLTON SECURITIES CORPORATION's Vanguard Tax-Exempt Bond Index Fund position peaked at $265K in Q2 2026.
  • 1,112 funds tracked by Wall St. Rank held Vanguard Tax-Exempt Bond Index Fund as of Q3 2026.

Based on BOLTON SECURITIES CORPORATION's 13F filing for Q3 2026, filed 12 Nov 2026.